Arete Wealth Advisors’s Principal Financial Group PFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-4,460
| Closed | -$393K | – | 620 |
|
|
2025
Q4 | $393K | Hold |
4,460
| – | – | 0.02% | 508 |
|
|
2025
Q3 | $370K | Hold |
4,460
| – | – | 0.02% | 526 |
|
|
2025
Q2 | $354K | Buy |
4,460
+322
| +8% | +$24.7K | 0.03% | 511 |
|
|
2025
Q1 | $349K | Sell |
4,138
-156
| -4% | -$13K | 0.03% | 485 |
|
|
2024
Q4 | $332K | Sell |
4,294
-137
| -3% | -$11.5K | 0.02% | 524 |
|
|
2024
Q3 | $380K | Hold |
4,431
| – | – | 0.03% | 453 |
|
|
2024
Q2 | $348K | Buy |
+4,431
| New | +$360K | 0.03% | 499 |
|
|
2024
Q1 | – | Sell |
-4,638
| Closed | -$365K | – | 633 |
|
|
2023
Q4 | $365K | Buy |
4,638
+149
| +3% | +$10.8K | 0.03% | 489 |
|
|
2023
Q3 | $324K | Sell |
4,489
-214
| -5% | -$16.6K | 0.06% | 328 |
|
|
2023
Q2 | $357K | Buy |
+4,703
| New | +$339K | 0.03% | 445 |
|
|
2022
Q4 | – | Sell |
-5,963
| Closed | -$430K | – | 691 |
|
|
2022
Q3 | $430K | Buy |
5,963
+4
| +0.1% | +$287 | 0.04% | 331 |
|
|
2022
Q2 | $398K | Buy |
5,959
+5
| +0.1% | +$352 | 0.04% | 284 |
|
|
2022
Q1 | $437K | Buy |
5,954
+726
| +14% | +$52.6K | 0.04% | 308 |
|
|
2021
Q4 | $383K | Sell |
5,228
-269
| -5% | -$18.8K | 0.03% | 341 |
|
|
2021
Q3 | $354K | Buy |
5,497
+177
| +3% | +$11.4K | 0.04% | 301 |
|
|
2021
Q2 | $336K | Buy |
5,320
+488
| +10% | +$31.2K | 0.05% | 250 |
|
|
2021
Q1 | $290K | Buy |
+4,832
| New | +$269K | 0.04% | 325 |
|
|
2020
Q4 | – | Sell |
-5,101
| Closed | -$209K | – | 437 |
|
|
2020
Q3 | $209K | Buy |
+5,101
| New | +$217K | 0.03% | 350 |
|
|
2020
Q1 | – | Sell |
-5,486
| Closed | -$302K | – | 392 |
|
|
2019
Q4 | $302K | Buy |
5,486
+13
| +0.2% | +$712 | 0.05% | 292 |
|
|
2019
Q3 | $313K | Buy |
5,473
+24
| +0.4% | +$1.35K | 0.06% | 284 |
|
|
2019
Q2 | $316K | Buy |
5,449
+1,281
| +31% | +$70.6K | 0.06% | 287 |
|
|
2019
Q1 | $209K | Buy |
+4,168
| New | +$207K | 0.04% | 352 |
|
|
2018
Q4 | – | Sell |
-4,248
| Closed | -$249K | – | 400 |
|
|
2018
Q3 | $249K | Sell |
4,248
-395
| -9% | -$22K | 0.06% | 303 |
|
|
2018
Q2 | $246K | Buy |
4,643
+183
| +4% | +$10.6K | 0.06% | 308 |
|
|
2018
Q1 | $272K | Sell |
4,460
-570
| -11% | -$37.5K | 0.09% | 255 |
|
|
2017
Q4 | $355K | Buy |
5,030
+97
| +2% | +$6.68K | 0.12% | 211 |
|
|
2017
Q3 | $317K | Sell |
4,933
-896
| -15% | -$57.6K | 0.13% | 201 |
|
|
2017
Q2 | $373K | Sell |
5,829
-307
| -5% | -$19.5K | 0.17% | 165 |
|
|
2017
Q1 | $387K | Buy |
6,136
+979
| +19% | +$59.7K | 0.17% | 126 |
|
|
2016
Q4 | $298K | Sell |
5,157
-306
| -6% | -$17.1K | 0.14% | 132 |
|
|
2016
Q3 | $281K | Buy |
+5,463
| New | +$255K | 0.16% | 110 |
|
|
2016
Q1 | – | Sell |
-4,994
| Closed | -$225K | – | 156 |
|
|
2015
Q4 | $225K | Buy |
+4,994
| New | +$244K | 0.14% | 111 |
|
Other funds holding PFG
NLI
VCM
VPM
